Balyasny Asset Management’s Verastem VSTM Stock Holding History

Balyasny Asset Management’s Portfolio VSTM Stock Details VSTM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.17M	Sell	409,779 -2,785,947	-87%	-$17.2M	﹤0.01%	1741
2025 Q4	$24.7M	Sell	3,195,726 -951,036	-23%	-$8.48M	0.03%	615
2025 Q3	$36.6M	Sell	4,146,762 -59,206	-1%	-$441K	0.05%	472
2025 Q2	$17.5M	Sell	4,205,968 -582,007	-12%	-$3.65M	0.03%	718
2025 Q1	$28.9M	Buy	4,787,975 +842,048	+21%	+$5.14M	0.05%	470
2024 Q4	$20.4M	Buy	+3,945,927	New	+$15.5M	0.03%	659
2024 Q2	–	Sell	-30,496	Closed	-$360K	–	3155
2024 Q1	$360K	Buy	+30,496	New	+$352K	﹤0.01%	2186
2022 Q3	–	Sell	-914	Closed	-$13K	–	3288
2022 Q2	$13K	Buy	+914	New	+$14.6K	﹤0.01%	2546
2018 Q4	–	Sell	-3,931	Closed	-$342K	–	1785
2018 Q3	$342K	Buy	+3,931	New	+$391K	﹤0.01%	1474

Other funds holding VSTM

RTW Investments New York $10B AUM 135.35% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

DTC

Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 1-Year Est. Return

Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return

NCM

Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

SCM

Stonepine Capital Management Bend, Oregon $250M AUM 77.6% 1-Year Est. Return

FCMV

Foresite Capital Management VI Larkspur, California $460M AUM 261.77% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Balyasny Asset Management's VSTM Position: Q1 2026 in Review

Balyasny Asset Management reduced its Verastem (VSTM) stake by 87% in Q1 2026, selling an estimated $17.2M and leaving 409,779 shares worth $2.17M. The position accounts for ﹤0.01% of the portfolio, ranked #1741.

Balyasny Asset Management first reported a position in VSTM in Q3 2018 and has held it in 9 quarters since. The position peaked at $36.6M in Q3 2025. 155 funds tracked by Wall St. Rank hold VSTM as of Q1 2026.

Balyasny Asset Management held 409,779 shares of Verastem worth $2.17M as of Q1 2026.
Balyasny Asset Management sold 2,785,947 Verastem shares in Q1 2026, an estimated $17.2M.
Verastem made up ﹤0.01% of Balyasny Asset Management's portfolio in Q1 2026, its #1741 holding.
Balyasny Asset Management first reported a position in Verastem in Q3 2018 and has held it in 9 quarters since.
Balyasny Asset Management's Verastem position peaked at $36.6M in Q3 2025.
155 funds tracked by Wall St. Rank held Verastem as of Q1 2026.

Based on Balyasny Asset Management's 13F filing for Q1 2026, filed 15 May 2026.